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SPDR Barclays Capital Long Term Tr shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Long Term Tr (SPTL) shares owned by Peak Financial Advisors from 13F filings

Historical chart of Peak Financial Advisors investment in SPDR Barclays Capital Long Term Tr

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Long Term Tr held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Long Term Tr by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 183k 29.02
2023-09-30 $4.4M 170k 26.15
2023-06-30 $6.9M 231k 29.90
2023-03-31 $2.9M 95k 30.88
2021-12-31 $220k 5.2k 42.09

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Amazon (AMZN)
Corpay Com Shs
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View all positions for Peak Financial Advisors

Top funds holding SPDR Barclays Capital Long Term Tr

Fisher Investments
Bank of America Corporation
Municipal Employees' Retirement System of Michigan
Congress Wealth Management LLC / DE /
Jpmorgan Chase & Co
SCS Capital Management
UBS Group
Stifel Financial
Wealth Enhancement Advisory Services
Townsquare Capital
Advocacy Wealth Management Services
Advisor Group Holdings
Tradewinds Capital Management
RFG Advisory
Spinnaker Trust

View all funds holding SPDR Barclays Capital Long Term Tr